See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,496 |
HORAN SECURITIES INC1 year Service code 27 4990 E GALBRAITH RD STE 102 · CINCINNATI, OH 45236 | Advisory (Plan) | $11,352 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,471 | $64,909-29.9% | $82,313-44.8% | $62,292-27.0% |
| Participation rate | 74.1% | 74.9%-0.8pp | 76.9%-2.8pp | 69.5%+4.6pp |
| Annual return | 19.72% | 21.18%-1.5pp | 25.88%-6.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $1,938 | $1,676+15.6% | $2,428-20.2% | $2,042-5.1% |
| Participant deferral / active EE | $3,733 | $3,103+20.3% | $3,706+0.7% | $3,169+17.8% |
| Admin fee / account holder | $251 | $440-42.9% | $5,608-95.5% | $479-47.6% |